mBiz – Mobile Sales Force Automation

mBiz is a simple to use mobile app for sales order booking and other activities for the field sales force of distribution-intensive industries such as FMCG, Consumer durables, Pharmaceuticals etc. Use of mBiz automates the entire field activities of the organization’s sales force, multiplying its productivity.

How it works

Traditional way of managing field sales data

Retail industries employ a large number of salespeople who regularly cover large geographic territories and meet several channel partners. Traditionally, the sales and other field data gathered by the sales force is emailed via Excel sheets to the regional headquarters which is then compiled and exported into the company’s CRM.

mBiz way

Sales people download the mBizapplication on their own mobile phone. When they visit the dealer, distributor, warehouse or other such sales and stock keeping point, they update the data immediately. Sales people can also see historical data for that sales point. Separately, sales managers can view and analyze the sales performance by sales person, territory etc.

Benefits of mBiz

Reduces redundant paper work and let Sales team spend more time doing sales calls

Digitizes data right at the source avoiding transcription errors

Gives "last mile visibility" of the sales channels to the head office - in real time. The head office gets a composite picture – orders and inventory status, dealer feedback and competition activities - across the entire sales channel. It results in better sales management, notably faster decision making and better response to potential market threats.

Sales person has access to entire records – sales, collections, ordersand invoices – of the channel, on the phone, improving his own field productivity.

Product Features

Product features can be customized to the needs of each organization. Some of the core features:

Any individual sales person can:

View route plan for a given date.

Update and track primary sales while visiting the dealer.

Update and track secondary sales while visiting the sub-dealer.

Update payments received.

Update inventory and stock returns at dealer/sub-dealer.

View order history for last 5 orders, payment history, invoices and ledger for selected dealer.

Record of feedback from dealer/sub dealers.

Create new sub-dealers via market visit feature.

Record unproductive sales calls.

Request for sales reports to be sent via email.

See own route plan, list of dealers, dealer targets and achievements.

Instantly see price changes, new SKUs & deletions in SKUs as these get refreshed automatically via the backend.

See various trade schemes that are in force.

mBiz application value-adds

mBiz application has been enhanced with various system features that makes it a versatile application:

Works on GPRS or SMS. Can be configured in such a way that it automatically switches to SMS when sales person is in a poor cell coverage area.